Quotes

Quotes allow you to offer a customised, editable quote to a contact in your system without it becoming an obligation to buy. If a quote is accepted, they can then be turned into Invoices with the click of a button. They must be linked with a Lead. You can read more about Leads here.

A quote is like a draft invoice, it can be changed and edited as many times as you like up until it becomes an invoice. Once a quote becomes an invoice, it can no longer be edited.

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A quote must, at minimum, link to a lead and contain one quote line before it can be saved.